As we investors watch famous names in retailing crumble under the relentless assault of Amazon, we start to wonder, “Which sector will be the next to be disrupted?” Then we think, “Will the companies in my share portfolio survive all these changes?” We have already seen how the rise of the internet destroyed the print media sector. Over the last [...]
6 Dec, 2017 Marcel joins Peter Switzer to share thoughts for his funds investment strategy for 2018
8 Nov, 2017 Marcel Joins Switzer TV to share his thoughts on the strong equities markets, global hedges, Japan update and caution for commodities
2 Oct, 17 Anyone who has been to Beijing in winter knows how bad the air pollution is there. The same is true of many Chinese cities because, from the 1980s on, governments at all levels were focused on maximizing economic growth and job creation. The future careers of local officials were heavily determined by the GDP growth rates which [...]
12 Sep, 2017 Marcel shares his thoughts on Australian "Liar Loans" and the consequences of such debt with Steve Austin on ABC Radio.
6 Sep, 2017 Marcel shares an update on his funds investment strategy and forecast with Peter and his audience on Switzer TV